Paraplanner (Part-time or Full-time)

Our Client, an innovative Financial Advisory practice in Peterborough who are looking to recruit an experienced Paraplanner to join their team! This opportunity can be full-time or part-time, they are more focused on getting the right candidate on board!

• Collating information from existing pension/investment portfolios• Research market for advisers on a case by case basis to determine and deliver the most appropriate solutions and providers• Construct Suitability Reports for advisers• Create cash flow (retirement income) reports for advisers• Undertake the necessary research and analysis including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made• Provide all support material for client recommendation including illustrations• Provide technical support to the adviser• Liaise effectively with clients, product providers, associations and other departments• All the above in a compliant manner as set down by the Company and the Regulator’s procedures• Undertaking any other reasonable duties as requested• Prioritising personal workload• Preparation of annual client reviews• Maintaining compliant client files

• Friendly, personable, with the ability to adapt• Analytical with a good attention to detail• Fair computer skills required, including basic word and excel knowledge• Good use of English, including writing skills. Must have good maths abilities.• Minimum Level 3 Paraplanning qualification, ideally wanting or working towards Level 4 (Diploma)